Ima Wealth, Inc. Purchases and Sells in Q1 2025

Ima Wealth, Inc.

$841 Million
Q1 2025

Top Buys

Incresed Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSCU	765K + 158.63%	$16.2 - $16.64 $12.4M - $12.7M	1.25M $20.7M
JCPB	215K + 82.39%	$45.56 - $47.23 $9.81M - $10.2M	476K $22.4M
VV	40.9K + 24.42%	$253.32 - $282.66 $10.4M - $11.6M	208K $53.5M
SCHD	194K + 7.22%	$27.01 - $28.54 $5.24M - $5.54M	2.88M $80.6M
BSJT	295K + 2583.63%	$21.04 - $21.64 $6.21M - $6.38M	306K $6.46M
FPE	121K + 60.59%	$17.53 - $17.87 $2.13M - $2.17M	321K $5.65M

New Holdings

179 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SUSA	470K New	$113.22 - $126.36 $53.2M - $59.4M	470K $54M
BSCT	1.07M New	$18.18 - $18.58 $19.4M - $19.8M	1.07M $19.8M
UITB	183K New	$45.41 - $47.18 $8.31M - $8.63M	183K $8.59M
LMBS	135K New	$48.31 - $49.23 $6.54M - $6.66M	135K $6.65M
IFRA	26.5K New	$44.8 - $49.25 $1.19M - $1.3M	26.5K $1.19M
AMAT	5.97K New	$145.06 - $195.51 $866K - $1.17M	5.97K $866K

Top Sells

Reduced Positions

96 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DSI	-435K - 51.06%	$101.98 - $115.66 $44.4M - $50.3M	417K $42.7M
BSCR	-613K - 96.85%	$19.43 - $19.62 $11.9M - $12M	20K $391K
BSCS	-561K - 96.77%	$20.05 - $20.4 $11.2M - $11.4M	18.7K $381K
BIL	-54.8K - 64.7%	$91.45 - $91.75 $5.01M - $5.03M	29.9K $2.74M
SPSM	-104K - 82.92%	$40.03 - $46.81 $4.18M - $4.88M	21.5K $876K
BSJR	-203K - 97.65%	$22.4 - $22.69 $4.56M - $4.62M	4.9K $109K

Activity Summary All Purchases 216 New Holdings 179 Increased Positions 37 All Sells 96 Reductions 96 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.